Student Investment Fund
Combine finance theory with hands-on investment experience through the Student Investment Fund (SIF) program. The SIF is located within our own investment boardroom, fitted with five comprehensive Bloomberg Professional terminals. This will provide you with professional, relevant investment experience within an academic setting.
Students can participate in the SIF for up to two-years. In the first year, students are assigned as Equity Analysts to the fund, responsible for conducting research and generating trades. In the second year, returning students are assigned as Fund Managers with additional responsibilities for the overall portfolio. Students also receive academic credit- with each year credited as a three credit-hour full-year course.
Participation in the program will also prepare you to challenge the Level 1 and/or Level 2 exam for the Chartered Financial Analyst® (CFA) designation- the leading global credential for investment professionals.
One of the largest student investment funds in Canada
The SIF launched in 1998 with $1 million and has grown to over $15 million. Students engage with professional portfolio managers and drive investment decisions based on their ongoing research and analysis of the markets. Our students were the first Canadian team to win first place in the CFA Institute North American Research Challenge.
Student investment fund participating students 2025 - 2026
Adam Hollahan
I am a dedicated finance student with an entrepreneurial mind and passion for investments. I work persistently in my company and my studies to expand my knowledge around finance and the business world so that I can exceed clients' expectations.
I believe that my drive for excellence in the financial and business sectors stems from my values of hard work, consistency and a deep desire to make an impact.
Contact: adam.hollahan@unb.ca
Aditya Shah
Aditya is a driven Finance and Accounting student who has completed two co-op terms where he developed practical experience in financial statement analysis and reporting.
Within the SIF, he contributes as an Equity Research Analyst covering the Utilities sector. In addition, he also serves as the Investment Data Analyst, transforming portfolio data into clear, insightful dashboards and visualizations, and creating compelling visual tools for class discussions and the fund’s annual report.
Aditya successfully cleared the CFA Level I exam in his third year, an early milestone that reflects his long-term commitment to a career in finance. He will be joining PwC in Summer of 2026, where he aims to deepen his understanding of audit and assurance while building the foundation for a CPA designation.
Beyond academics, he is actively involved on campus and has a natural knack for networking, often connecting with industry professionals to learn from their experiences.
Contact: aditya.shah@unb.ca
Alexi Melanson
Alexi Melanson is an Accounting and Finance student with four years of experience in corporate finance, business development, financial modelling, accounting, and data analysis.
Alongside maintaining strong academics, he serves as President of UNB’s Finance Club, sits on the board of the university’s endowment fund, and is chair and founding member of the Stock Pitch Atlantic competition.
He has also competed in the CFA Research Challenge and the National Investment Banking Competition (NIBC).
Work experience
J.D. Irving, Limited: Associate Analyst, Sawmills Financial Planning & Analysis (2025)
J.D. Irving, Limited: Associate Analyst, Corporate Financial Planning & Analysis (2023 & 2024)
J.D. Irving, Limited: Associate Analyst, Master Data Management (2022)
Amsterdam Inn & Suites: Internal Auditor (2020 & 2021)
Contact: alexi.melanson@unb.ca
Ava Fullarton
Ava Fullarton is a Business Operations & Sales Analyst Intern at Brunswick Valley Lumber in Fredericton, NB. In her role, she builds Excel reports to organize and analyze operational and sales data, supports management decision-making, and assists in cross-border logistics. She has also gained exposure to commodity markets through lumber trading and futures.
Ava contributed to the successful integration of two companies by comparing and analyzing data to support strategic decisions. She is currently pursuing a Bachelor of Finance (Honours) at the University of New Brunswick with a minor in Economics, maintaining a 4.1 GPA and earning multiple academic awards and scholarships.
Beyond the classroom, Ava is deeply involved in coaching and mentorship through athletics and academics. She leads recruitment and engagement for the UNB Finance Club, serves as a peer mentor for first-year students, and coaches youth soccer, basketball, and volleyball, fostering teamwork and leadership.
Contact: ava.fullarton@unb.ca
Taiwo Taiwo Biliqis
Biliqis is an enthusiastic fourth-year Dean's List student at the University of New Brunswick, majoring in accounting with a concentration in finance and minor in economics.
After a strategic pivot from law, she is now channeling her focus into equity research within the energy sector. With determination and a willingness to learn, she is building her experience in financial and investment analysis through hands-on experience with the Student Investment Fund.
Complementing her professional pursuit, she is passionate about humanitarian work that delivers real, measurable impact.
Work experience
September 2025 – Present: Student Assistant, Career Development & Employment Services (UNB)
May 2025 – August 2025: Accounts Payable Co-op Student, Irving Oil Limited
January 2024 – September 2024: Finance Team Lead (Volunteer), Borderless Foundation for Refugees & IDPs
Contact: taiwo.biliqis@unb.ca
Chirag Rohilla
Chirag Rohilla is an Equity Research Analyst at the Centre for Financial Studies, where he oversees North American industrial equities.
His background spans direct selling and tax advisory, combining financial expertise with client-centric service acumen.
As a former regional top-producing Solar Design Consultant at MySolar, Chirag helped homeowners invest in high-efficiency solar systems, personally generating over $400K in sales and helping clients save over $500K.
At his internship at V K & Company - an accounting firm in New Delhi, he collaborated with senior advisors in tax advisory and financial reporting for high-net-worth clients.
Beyond the SIF, Chirag is strongly involved in entrepreneurial extracurriculars, particularly through the J. Herbert Smith Centre and its various initiatives.
Currently pursuing a double major in Finance and Accounting, he aspires to build a career in Venture Capital after graduation.
Contact: chirag.rohilla@unb.ca
Faisal Alam
As a BBA student specializing in Finance and Accounting at the University of New Brunswick (UNB), Faisal is passionate about applying financial insight and analytical thinking to drive performance and long-term value creation.
His academic foundation in accounting, finance, and economics has strengthened his quantitative skills and deepened his interest in capital markets and investment strategy.
With over one year of experience in audit and assurance, he has developed expertise in financial reporting, analysis, and risk assessment through co-op roles at KPMG and Doane Grant Thornton.
He currently covers the Industrials sector within the UNB Student Investment Fund and serves as the Fund Trader, executing trades and managing cash positions.
Having passed CFA Level I, he is driven to continue expanding his capital markets expertise and make a meaningful impact in the investment space.
Work experience
May – August 2025, May – August 2024: Staff Accountant/Consultant (Co-op), KPMG Canada
September 2024 – April 2025: Vice President of Finance, Enactus UNB
January – April 2024: Assurance Co-op, Doane Grant Thornton LLP
January – April 2023: Financial Accounting Tutor, Business Administration Undergraduate Society
Contact: faisalalam.9392@unb.ca
Gabe Keith
Gabe is a dedicated finance and accounting student with experience in corporate finance, data analysis, and financial reporting.
In addition to strong academic performance, he has served as Treasurer of the UNB Finance Club and has been actively involved at UNB. Gabe does well in fast-paced, competitive environments and is recognized for his work ethic, attention to detail, and self-driven character.
Work experience
J.D. Irving, Limited: Accounting Associate (co-op), Financial Accounting & Reporting (2025)
J.D. Irving, Limited: Financial Analyst (co-op), Corporate Financial Planning & Analysis (2024)
Contact: gabe.keith@unb.ca
Holly Tinholt
Holly Tinholt is a driven finance student at the University of New Brunswick, pursuing a major in Finance and a minor in Philosophy.
Recognized with multiple Dean’s List honours and the Neil MacGill Prize in Business Ethics, she demonstrates a strong commitment to academic excellence.
Holly serves as an Equity Research Analyst for the UNB Student Investment Fund, contributing to the management of a $19 million portfolio and producing analysis on the consumer discretionary sector.
She also works with the Fraser Student Venture Fund, conducting due diligence and preparing investment recommendations for early-stage startups.
In addition, Holly was selected for RBC’s Women in Investment Management Mentorship Program and holds certifications in financial modeling.
She is currently progressing toward the CFA Level I designation.
Contact: holly.tinholt@unb.ca
Isaac Jewett
Isaac Jewett is pursuing an Honours in Finance at the University of New Brunswick, currently serving as an analyst in the financials sector for the Student Investment Fund.
In this role, he conducts equity research and contributes to portfolio strategy with a focus on banking and insurance industries.
Isaac placed 3rd in the BMO Apex Startup Challenge, showcasing his entrepreneurial mindset and strategic thinking. He also serves as Vice President of Corporate Relations for the UNB Finance Club, where he builds partnerships and organizes events with industry professionals to connect students with real-world insights.
Outside of academics, Isaac is the founder of Riptide Pressure Wash, a business he launched and scaled independently.
He plans to pursue the Chartered Financial Analyst (CFA) designation to deepen his expertise in investment analysis and portfolio management.
Contact: isaac.jewett10@unb.ca
Jake Price
Jake Price is a fourth-year Honours Finance student at the University of New Brunswick, pursuing a minor in Statistics.
He covers the REITs sector of the Student Investment Fund and is currently a Teaching Assistant for the Investments course at UNB. His experience has refined his teamwork, communication and attention to detail.
Pairing a client-focused approach with disciplined research, Jake is seeking opportunities where structured thinking and practical judgement add immediate value.
With an analytical skill set and a desire for success, he is ready to convert his classroom training into clear and informed financial analysis.
Contact: jake.price1@unb.ca
Katie Kennedy
Katie Kennedy is a driven fourth-year Finance and Accounting student at the University of New Brunswick.
She brings a strong foundation in both accounting and finance through her experience as a Summer Accounting Student at Allen Paquet & Arseneau LLP and as a Financial Analyst with the Government of New Brunswick.
Katie takes pride in her strong work ethic and commitment to delivering high-quality results in every role she takes on.
She is actively involved in the National Bank Young Woman Student Mentorship Program and an RBC Investment Management mentorship program, where she continues to expand her knowledge of capital markets.
Outside of academics, Katie serves as an Executive with the Student Finance Club and volunteers as a peer mentor and with Big Brothers Big Sisters in-school mentor program, reflecting her dedication to leadership, mentorship and community engagement.
Work experience
May 2025 – August 2025: Financial Analyst, Summer Student – Government of New Brunswick, Department of Justice & Public Safety – Fredericton, NB
January 2025 – Current: Teachers Assistant- University of New Brunswick – Fredericton, NB
May 2024 – August 2024: Summer Accounting Student – Allen Paquet & Arseneau LLP – Miramichi NB
Contact: katie.kennedy@unb.ca
Logan Johnstone
Logan Johnstone is a passionate finance and accounting student who thrives on understanding how businesses create and sustain value.
With curiosity for markets and an analytical mindset, he’s drawn to the challenge of making sense of complex financial data and transforming it into meaningful insight.
Logan’s experience in both investment analysis and accounting has shaped his appreciation for the balance between detail and big-picture thinking. He enjoys connecting classroom theory with real-world decision-making.
Beyond academics, Logan values collaboration and the opportunity to learn from those around him—whether through classroom discussions, or his professional experiences.
His goal is to build a career in finance where he can continue learning, contribute to thoughtful investment decisions, and grow as a trusted professional in the field.
Contact: logan.johnstone@unb.ca
Madeleine Desrochers
Madeleine (Maddy) Desrochers is a driven Finance student at the University of New Brunswick pursuing her Fourth year of her Bachelor of Finance (Honours).
A Dean’s List scholar, she is actively involved in the Student Investment Fund, where she conducts industry analysis and financial modeling within the Energy sector, supporting the management of over $19 million in assets.
SIF additionally allowed Maddy to explore many financial certifications; she has completed her Bloomberg Market Concepts Certification, is completing the Wall Street Prep Certification, and is currently preparing for the CFA Level I exam.
Currently serving as VP Communications for the UNB Finance Club, Madeleine leads strategic communication initiatives and marketing to strengthen student engagement in the finance community.
She also contributes to the Fraser Student Venture Fund, performing due diligence and valuation modeling for UNB-affiliated startups.
Previously, Madeleine gained professional finance experience as a Student Financial Consultant with the Government of New Brunswick, where she developed Excel-based funding models and streamlined financial reporting for provincial nursing homes.
She also serves as a sales rep for Encore Market Engagement, managing 53 retail accounts and mentoring new sales representatives across New Brunswick.
Graduated from École Sainte-Anne, Madeleine is bilingual in both English and French, allowing her to combine her analytical expertise with strong communication and leadership skills.
Passionate about finance, social innovation, and continuous learning, she aims to build a career that blends strategic insight with real-world impact.
Contact: madeleine.desrochers@unb.ca
Max Jackman
Max Jackman is pursuing an Honours degree in Finance with a minor in Economics and working toward earning his CFA designation.
He combines his passion for analytics, investing, and entrepreneurship through his work as co-owner of MAC Home and Yard Care and as the video coach and data analyst for FHS Hockey, where he created the team’s analytics department.
He also previously supported the UNB Reds men’s hockey program with data analytics, compiling and analyzing game data to support coaching decisions and performance analysis.
Inspired by his family’s background in finance, Max applies data-driven insights and strategic thinking across both business and sport.
Contact: max.jackman@unb.caNicholas Harvey
Nicholas Harvey is a fourth-year Finance student at the University of New Brunswick, pursuing an Honours Bachelor of Business Administration with a concentration in Accounting.
Currently employed part-time with RBC Dominion Securities after completing two summer internships at the firm, he supports advisors with account management, risk mitigation and daily operations.
Nicholas plans to attend advisor school in the near future with the goal of managing his own book of business.
Now in his second year with the UNB Student Investment Fund, he serves as a Portfolio Manager overseeing income-oriented holdings in the Financials, Utilities, and REIT sectors on the TSX.
Through his role on the executive team of the UNB Finance Club, he continues to advance the reputation and visibility of UNB’s Finance Faculty among top business schools.
Contact: nicholas.harvey@unb.ca
Paula San Jose
Paula San Jose is a Finance Honours student at the University of New Brunswick with a strong interest in capital markets and investment strategy.
As an Equity Analyst in the Student Investment Fund, she covers the Technology, Media, and Telecommunications (TMT) sector, conducting rigorous research and developing actionable investment insights.
Guided by curiosity and drive, Paula is passionate about deepening her understanding of financial markets and further developing her analytical skills through the SIF experience.
Beyond academics, she serves as Director of Food Services for the UNB Student Union, where she leads operational strategy for campus food security initiatives.
With experience spanning finance, hospitality, and community leadership, she brings an analytical and collaborative approach to problem-solving and is eager to explore roles across investment management, advisory and private capital.
Contact: paula.sanjosevasquez@unb.ca
Ross Briggs
Ross is a highly motivated finance student with a strong passion for investment and a demonstrated commitment to excellence. In addition to academic achievements, he is actively involved in extracurricular activities and leadership roles.
With diverse experiences that reflect dedication and a commitment to professional growth, Ross is eager to leverage his education and experience to make meaningful contributions in the field of finance.
Work experience
Summer 2025, Investments & Commercial Evaluation, NB Power
Summer 2023/2024, Transmission Planning Student, NB Power
Contact: ross.briggs@unb.ca
Sam Volpé
An enthusiastic finance student with a strong passion for financial markets and investment strategies, Sam is actively engaged in expanding his knowledge of finance.
He seeks to apply this learning through hands-on experience with the Student Investment Fund, consistently exploring opportunities to deepen his understanding of the industry.
In addition to his interest in finance, Sam values the importance of building strong customer relationships and is committed to delivering service that exceeds client expectations.
His drive for growth in the financial world fuels both personal and academic development.
May – August 2025: Equity Investment Coop, Vestcor, Fredericton
May – August 2024: Municipal Infrastructure Associate, City of Fredericton
Contact: sam.volpe@unb.ca
Selina El Zamer
Selina El Zamer is an Honours Finance student at the University of New Brunswick and a consistent Dean’s List recipient with a strong curiosity for asset management and capital markets.
She serves as an Equity Research Analyst with the Student Investment Fund, conducting materials sector research, valuation, and financial modelling. She also works as a Financial Analyst Student with the Government of New Brunswick, supporting long-term care budget management through analysis, forecasting, and funding model development.
Selina’s motivation and passion for finance have led her to explore opportunities beyond the classroom as a mentee in the RBC Mentorships for Women in Investment Management Program, gaining exposure to RBC’s Capital Markets and Global Asset Management divisions.
She also serves as Director of Finance for the Business Administration Undergraduate Society, overseeing budgeting and financial optimization across portfolios. Selina is eager to cultivate her career in finance, applying her ambition and insight toward work that creates lasting value.
Contact: selina.elzamer@unb.ca
Student investment fund participating students 2024 - 2025
Ross Briggs
I am a highly motivated finance student with a strong passion for investment and a demonstrated commitment to excellence. In addition to my academic achievements, I am also actively involved in extracurricular activities and leadership roles.
My diverse experiences reflect my dedication and commitment to professional development. I am eager to leverage my education and experience to make meaningful contributions in the field of finance.
Work experience
- Summer 2023/2024, Transmission Planning Student, NB Power
Milena Farias Ramirez
I’m a third-year BBA student specializing in Finance, excited to build a career in the finance sector. My academic journey, combined with a wide range of practical experiences, showcases my dedication to personal growth and professional development.
Alongside my studies, I currently hold the position of VP of Finance and Operations with the UNBSU Student Union, where I am gaining valuable experience.
After graduation, I am excited to pursue opportunities in the finance industry and thrive in its challenging environment.
Work experience
- 2024-2025 - University Of New Brunswick Student Union, VP Finance and operations
- 2023-2024 - University Of New Brunswick Student Union, VP Academic
- September - October 2020 - Stamford Medical, Administration Internship
Aman Goel
Currently pursuing an MBA specializing in Venture Commercialization and Investment, I aim to apply my expertise in financial analysis and personalized portfolio strategies to empower clients in achieving their financial goals.
With CFA Level I and hands-on experience in managing multi-million-dollar funds, I am eager to contribute to the investment banking industry by delivering innovative, data-driven insights and exceptional client support.
Work experience
- September - December 2024: Teaching Assistant - Professor Alireza Tajbakhsh, UNB (Business Data Analytics)
- April - August 2024: Market Analyst - Anessa Biogas Software - New Brunswick, Canada
- April - October 2022: Relationship Manager - HDB Financial Services - Delhi, India
Nathan Groom
With roots in an entrepreneurial family, I am a finance professional who first discovered a passion for investments through early exposure to the stock market, influenced by my grandfather.
Interested in further expanding my expertise, I am exploring opportunities in the wealth management and advisory sector to enrich my understanding and make a significant impact for my clients within the financial markets
Work experience
- May 2024 - August 2024 Financial Analysis Summer Student, Cooke Aquaculture Inc.
- April 2019 - August 2021 Sales Floor Associate, Kent Building Supplies.
Nicholas Harvey
With a driven personality and a passion for finance, I am eager to dive into the industry and continuously expand my knowledge.
My commitment to learning and success motivates me to take on new challenges, and I am excited to grow and thrive in the world of finance.
Work experience
- April 2024 - Present: Wealth Management Intern - RBC Dominion Securities
- April 2020 - October 2021: Sales Associate - Savages Bike Shop
- May 2016 - Present: Owner/ Operator - Harvey Enterprises
Khalid Hamid
Aspiring trader driven by curiosity and a passion for the markets.
Work experience
- 2024 - now : Sales and Trading Fall Analyst, Scotiabank Global Asset Management
- 2024: Software Engineering Intern, Genesys
- 2022: Software Engineering Intern, Cvent
Vy Hong Nhat Chau
I'm a dedicated fourth-year finance student with a proven track record of academic achievement in Finance courses. Throughout my academic journey, I have demonstrated strong leadership skills through active involvement and leadership roles in various school associations.
Having determination and willingness to learn, I'm committed to excelling in the fields of investment and financial analysis, aiming to apply my knowledge and skills to drive success in the financial sector.
Work experience
- January 2025 - April 2025: Accounting student, OSCO Contrucstion Group
- January - August 2024: Vice President Internal, UNB Asian Student Association
Charles Jackson
I am an ambitious and detail-oriented student specializing in finance and economics, with experience in private equity. I take pride in my strong work ethic, well-developed interpersonal skills, and self-driven character.
My various leadership roles and background as a high-level athlete and entrepreneur underscore my ability to thrive in competitive, fast-paced environments. With a passion for finance, I aim to pursue a career in investment banking.
Work experience
- Incoming Summer 2025: Investment Banking Summer Analyst - NewPoint Capital Partners Inc. - Toronto, ON
- May 2024 - July 2024: Private Equity Summer Analyst - SeaFort Capital Inc. - Halifax, NS
- September 2023 - April 2024: Venture Capital Analyst - Fraser Student Venture Fund - Fredericton, NB
- May 2023 - August 2023: Market Intelligence Summer Analyst - Irving Oil Ltd. - Saint John, NB
- February 2020 - April 2024: Owner and Founder - Treadwell Lake Streetwear - Saint John, NB
Denis Itamar Tichonov
Raised by entrepreneurs, I was immersed in the business world from a young age. My passion for finance and investments was ignited through my studies in the BBA program at UNB where I exceeded expectations in my finance courses, rooted by a deep interest and passion for the subject.
Committed to continuous learning and professional growth, I am eager to apply my knowledge and excel in the finance industry while gaining valuable experience.
Work experience
- Jul. 2023 - Present: Sale Representative - Dani's Furniture
Muhammad Jahanzaib
I am a dedicated student specializing in Finance and Accounting at UNB, with hands-on experience in a fintech startup, quantitative financial analysis, and public accounting.
My active participation in the Student Investment Fund program and the UNB Investments Committee highlights my passion for finance and investments.
I am particularly enthusiastic about leveraging technology to develop innovative financial solutions. Outside of academics and professional pursuits, I am an active member of the UNB Sailing Team and enjoy rock climbing.
Work experience
- August 2024 – Present: Student Representative - UNB Investments Committee
- December 2023 – Present: Research Assistant - MQIM 6602, Master in Quantitative Investment Management
- September 2023 – August 2024: Junior Fintech Business Lead - Profitual
- May – September 2023: Vice President Finance - UNB Business Administration Undergraduate Society (BAUS)
- January – August 2023: Assurance Co-op - Doane Grant Thornton
Benjamin Jensen
I am a dedicated student with aspirations in assets management, focused on a clear path toward earning the CFA designation.
With a strong interest in financial markets and a keen understanding of economic dynamics, I am committed to building a successful career in the finance industry.
Work experience
- May - Aug 2024: Financial Planning & Analysis Summer Intern, JD. Irving Limited.
- May - Aug 2023: Accounting Summer Student, JD. Irving Limited
Kenil Manishbhai Makani
Aspiring finance professional with a robust academic foundation, pursuing Honours in Finance, a Major in Economics, and a Concentration in Accounting at the University of New Brunswick, with an anticipated graduation in May 2025.
My diverse experiences, including managing the Real Estate Investment Trusts (REITs) portfolio within UNB’s Student Investment Fund and completing co-op positions at Vestcor and Irving Oil, reflect my commitment to excellence and dedication to expanding my knowledge and hands-on professional expertise.
Work experience
- May 2024 – August 2024: Equity Investment Co-op Student, Vestcor
- January 2024 – April 2024: Quantitative Analyst Co-op Student, Irving Oil
- September 2023 – April 2024: Teaching Assistant - Business Statistics, University of New Brunswick
- January 2023 – August 2023: Investment Performance Analyst Co-op Student, Vestcor
Alexi Melanson
I am an accounting and finance student with three internships of experience in corporate finance, financial modeling and data analysis.
Alongside maintaining a strong academic performance at the University of New Brunswick, I served as Vice President of UNB’s Finance Club and have held several leadership roles in student organizations, demonstrating my commitment to both academic excellence and community involvement.
Work experience
- J.D. Irving, Limited: Summer Financial Analyst, Corporate Financial Planning & Analysis (2023 & 2024)
- J.D. Irving, Limited: Summer Data Analyst, Master Data Management (2022)
- Amsterdam Inn & Suites: Internal Auditor (2020 & 2021)
Khoi Pham
Driven by a lifelong passion for learning and a commitment to excellence, I bring 3+ years of extracurricular leadership experiences and a diverse skill set to the finance industry.
With knowledge in financial modeling, data analytics, financial technology and even digital marketing, I am always striving to leverage new knowledge for collaborative achievement and deliver exceptional outcomes.
Work experience
- September 2024 - present, Teaching Assistant - Marketing Management, Faculty of Management
- June - August 2024, Strategic Communications Co-op, Royal Canadian Mounted Police
- December 2023 - August 2024, Economics Research Assistant, Dr. Herbert Emery, Professor
- September - December 2023, Business Statistics Tutor, Business Administration Undergraduate Society
- January - April 2023, Accounts Payable Co-op, Irving Oil
Mohamed Raashid Razick Anver
As an accomplished BBA student specializing in Finance and Accounting at the University of New Brunswick (UNB), I bring 1.5 years of experience in Internal Audit and 4 months in Industry Analytics, driven by a passion for solving complex problems and delivering business success.
I thrive on adaptability, resilience, and a fast learning curve, allowing me to navigate challenges effectively. My blend of academic achievements and hands-on experience reflects my commitment to excellence and delivering meaningful, high-impact results.
As I approach the end of my studies at UNB, I’m eager to apply my skills and insights to make a significant contribution in the finance and business sectors.
Work experience
- October 2019 - December 2019, Intern Credit Control Executive, FedEx Sri Lanka
- September 2021 - December 2021, Finance Intern, Opportunities New Brunswick
- January 2022 - December 2022, Finance Intern (Internal Auditor), Shaw Communications
- September 2023 - February 2024, Finance Intern (Internal Auditor), Rogers Communications
Son Viet Nguyen
I am a passionate finance professional in finance with diverse experience in advisory.
I am currently an MBA Candidate, ACCA Affiliate, and CFA Level I achiever. I would love to discuss on finance, markets, equities, fixed incomes, taxation, economics, and anything that sparks interest.
Work experience
- January 2024 - present: Contract Administrator Department of Transportation and Infrastructure (NBDTI), Government of New Brunswick
- December 2021 - December 2022: Transfer Pricing Tax Analyst, Ernst&Young, Vietnam
Sam Volpé
I am an enthusiastic finance student with a passion for financial markets and investment strategies. Actively engaged in learning about finance, I seek to apply knowledge through hands-on experience with the student investment fund, continually exploring ways to enhance my understanding of the industry.
Along with my interest in finance, I value the importance of strong customer relationships and am committed to delivering service that exceeds client expectations. My drive for growth in the financial world motivates my personal and academic development.
Work experience
- May - August 2024: Municipal Infrastructure Associate, City of Fredericton
- April - August 2022: Founder and Operator, Car Detailing
- June - August 2021: Roving Constable, Elections Canada.
Partnerships
The SIF operates in close partnership with a number of industry experts and firms, most notably Vestcor Investment Management Corporation, which started the program off with a $1 million pension fund allocation, and Seamark Asset Management Ltd., which manages a portion of UNB’s endowment fund. Students are assigned equity sectors and companies, and are expected to produce research and portfolio recommendations for these funds. Continuous engagement with the Portfolio Manager is a highlight of the course.
We are also part of Chartered Financial Analyst Institute (CFA® University Affiliation Program) because we have included a significant portion of the CFA Program Candidate Body of Knowledge (CBOK)—including the Code of Ethics and Standards of Professional Conduct—into our curricula.
SIF guest speakers
Our SIF class features regular guest speakers from the finance industry who share investment experience and advice with students. They also connect students with other leaders in the industry.
Recent speakers include:
- Rani Piputri, Managing Director, Public Equities, Goldman Sachs
- Colin Ryan, Managing Director & Head of Technology Global Investment Banking, CIBC Capital Markets
- Ian de Verteuil, Managing Director and Head of Equity Research, CIBC Capital Markets
- Chris Guthrie, CEO & CIO, Hillsdale Investment Management
- Andrew Hill, MD and Head of Sales & Trading, Instinet Canada
- Aidan Garrib, Head of Global Macro Strategy, PGM Global
- Shane Feeney - Managing Director and Global Head of Secondaries, Northleaf Capital Partners
- Don Wishart, President and Portfolio Manager, Seamark Asset Management
- Feiber Omana, VP of Corporate Development at Shaw Communications
Entry requirements
Being accepted into the SIF program will ensure you get one of the best opportunities to enter the financial market. It is a demanding six-credit-hour program consisting of two full-year three-credit-hour courses. In the first year, students will be assigned as equity analysts with the fund, and in the second year students will be assigned as fund managers. Completing both years is not a requirement and it is possible to apply and complete only one year as an Equity Analyst.
Who can apply
- Third and fourth year BBA students
- First and second year MBA students
Criteria for undergraduate students
Pre-requisite(s):
- ECON 1013 – Principles of Microeconomics
- ECON 1023 – Principles of Macroeconomics
- ADM 1213 – Financial Accounting
- ADM 2223 – Managerial Accounting
- ADM 2413 – Principles of Finance
Co-requisite(s):
- ADM 3415 – Corporate Finance
- ADM 4425 – Investments
Criteria for MBA students
- Prior experience or education in Finance or prior CFA study is preferred
SIF application process
A call for applications containing detailed instructions and an application deadline will go out no later than March 31. Applications require a CV and completion of an online form. Selected applicants will be contacted for second round interviews.
